"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
Gregory Walker
Gregory Walker
"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
About Gregory Walker
Welcome
I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance. My full-service financial advisory practice is founded upon the core values of rigorous analysis, investment discipline and a customer-centric approach. I bring a dedicated work ethic to help identify promising companies and industries, striving to push beyond the transactional, and tap a reservoir of research on business sectors and global economic conditions to help determine the opportune time not just to buy, but to sell. Communication is a key component of my holistic approach, and I believe that success is measured beyond returns—I endeavor to be sensitive to each client's situation, and bring transparency and clarity to investment decisions.
My ultimate investment objective is this: to do what is right for my clients and keep them always informed.
Learn More
Insights
Markets
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Banking
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Wealth Planning
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
Investing
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
Outlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Investing
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
Markets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowMarkets
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWealth Planning
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowInvesting
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowBanking
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowWealth Planning
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowInvesting
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowOutlook
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowInvesting
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.